Sales Development Representative

Wisetack

About The Position

Since 2018, Wisetack has been building transparent and intuitive consumer lending products that help service-based businesses thrive (think HVAC companies, veterinarians, or auto repair shops). Our leadership team comes from top fintech companies such as Lending Club, Affirm, and Varo Money. We are backed by leading VCs, including Insight Partners, Greylock, Quadrille, and Bain Capital Ventures, and have raised $84M. Wisetack has received recognition from the fintech world, including being ranked #21 on 2024 Inc. 5000 and #15 on 2024 Deloitte Fast 500 based on revenue growth, and winning awards like 2024 Best Embedded Finance Solution for Banking Tech Awards. The company also boasts a high NPS rating of 79 from its customers and has been nominated to several Great Places to Work lists. Wisetack operates on core values: Put customers first, Act fast, Lead the way, Take ownership, and Be a good human. As a Sales Development Representative (SDR) at Wisetack, you will be responsible for generating qualified pipeline through outbound prospecting, engaging home services business owners, introducing Wisetack’s financing solutions, and converting cold outreach into high-quality opportunities for Account Executives. This is a high-activity, metrics-driven role focused on creating new opportunities, with success defined by consistent pipeline generation, strong conversion rates, and disciplined execution, in collaboration with Account Executives.

Requirements

2+ years experience in outbound prospecting or high-volume, customer-facing roles
Bachelor's degree
Strong phone presence and ability to build trust quickly
Familiarity with fintech, payments, or consumer financing concepts
Experience with tools like Salesforce, Salesloft, and ZoomInfo
A growth-oriented mindset, you thrive in dynamic environments and can pivot quickly to adapt to changing circumstances
Highly organized, resilient, and competitive

Nice To Haves

Experience selling into home services (HVAC, plumbing, roofing, etc.)
Background in B2B, fintech, or startup environments
Track record of top performance in outbound roles

Responsibilities

Generate pipeline through outbound prospecting (calls, email, SMS) targeting home services businesses
Engage & qualify inbound leads in a timely manner
Identify and engage decision-makers, turning cold outreach into qualified meetings
Maintain strong funnel conversion rates (connect → conversation → meeting → opportunity)
Build and prioritize target account lists using tools like ZoomInfo
Effectively qualify prospects (revenue, ticket size, financing usage, sales process) & handle objections on prospect calls
Partner closely with Account Executives for collaboration and seamless handoffs
Maintain accurate CRM data and execute structured outreach cadences
Maintain and track performance against KPIs (activity, meetings, pipeline) and continuously improve messaging